Case studies

Case studies

Our case studies show real life examples of how our Financial Planning services have helped our clients through an array of different financial cirumstances. They provide a simple way to understand what options there are and how you could improve your current and future financial position.

Wealthpath-garry-jodie-case-study

Garry & Jodie

61 & 60 years old

Looking for a financial plan to get retirement by turning their super into an income stream, which allowed them to receive the same income and reduce their working day

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Jack & Emelia

56 years old

Looking for a financial plan to be able to stop working by age 60.

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Liam & Michelle

65 & 59 years old

Looking for a financial plan to enable Liam to retire in 2 years, and have a comfortable retirement income.

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